Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q1
Sell
-28,494
Closed -$1.92M 795
2016
Q4
$1.92M Sell
28,494
-1,828
-6% -$123K 0.15% 153
2016
Q3
$2.16M Buy
+30,322
New +$2.16M 0.13% 220
2014
Q4
Sell
-69,371
Closed -$4.26M 696
2014
Q3
$4.26M Buy
+69,371
New +$4.26M 0.29% 88